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Axis Multi Asset Allocation Fund - Direct Growth

Hybrid | Multi Asset Allocation

(NAV as of 18/04/2024)
39.35 (-0.29)

3Y Returns

12.09%

Min SIP

100

Min Lumpsum

100

Expense Ratio

1.03%

Fund Size

1235 Cr

Inception Date

01-Jan-13

Fund Manager

Jayesh Sundar

Exit Load

Nil on or before 12M for 10% of Investment and 1% for remaining investments, Nil after 12M.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

73.41%

Debt & Others

26.59%

Market Cap Allocation

Large Cap

52.26%

Mid Cap

12.19%

Small Cap

8.96%

Other Cap

26.59%

Sector Allocation

Banks

16.27%

ETF Units

12.72%

Finance

11.23%

Automobiles

8.94%

Internet and Technology

6.53%

Top Ten Holdings

Axis Gold ETF

12.72%

HDFC Bank Ltd

5.13%

ICICI Bank Ltd

5.00%

Bajaj Finance Ltd

4.41%

Reliance Industries Ltd

4.13%

Investment Objective

The Scheme Seeks To Generate Long Term Capital Appreciation By Investing In A Diversified Portfolio Of Equity And Equity Related Instruments, Fixed Income Instruments & Gold Exchange Traded Funds.

Fund House Detail

AMC Name

Axis Asset Management Company Ltd.

Address

Axis House, 1st Floor, C-2, Wadia International Centre,Pandurang Budhkar Marg, Worli,Mumbai - 400 025

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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